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MdF Achievers

Investment Management Firms

Description

MdF Achievers provides family office, family governance, and private investments office services. Its family office services include consolidated reporting of positions, analysis, and risks monitoring; family accounting and portfolio company accounting; control, monitoring, and evaluation of bank relationships and portfolio management; philanthropy; negotiation of bank conditions, selection, monitoring, and evaluation of custodian banks; management and administration of insurances and bank accounts; and management and control of issues related to the family economy. The companys family governance services comprise advising and consultancy on design and implementation of a family office structure; design and implementation of a family governance structure; organization of the family relationships, wealth, and company; choice, design, and start up of legal structure, tax efficiency, civil and mercantile organization, optimization of income flows and divestment procedures, wealth inheritance, and generational shift; and preparation and management of family board meetings. Its private investment office services include elaboration of a strategic plan for the wealth; turning the family wealth mission and road map into a tailored investment policy statement (IPS); execution of the IPS; design of a global strategy of financial assets assignment; establishment of the legal vehicle structure; recommendation or selection of the necessary providers; monitoring and control; and specific investment services for assets. The company has a strategic alliance with Lord North Street Ltd. MdF Achievers was formerly known as MdF Family Partners and changed its name to MdF Achievers in June 2009. The company was founded in 2008 and is based in Madrid, Spain.

Corporate Address

Serrano 1 Madrid, Spain

Spain

34 91 701 00 57

Tags:

Banking Consulting, Private Banking, Bank Management, Investment Banking Services, Banking Insurance, Banking Financial Services

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